Archvest Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Archvest Wealth Advisors’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,270	Closed	-$237K	–	63
2024 Q1	$237K	Buy	4,270 +229	+6%	+$12.3K	0.17%	55
2023 Q4	$215K	Sell	4,041 -11	-0.3%	-$555	0.16%	53
2023 Q3	$200K	Buy	+4,052	New	+$206K	0.16%	49
2022 Q4	–	Sell	-5,605	Closed	-$251K	–	41
2022 Q3	$251K	Sell	5,605 -149	-3%	-$7.22K	0.26%	36
2022 Q2	$276K	Hold	5,754	–	–	0.27%	31
2022 Q1	$310K	Hold	5,754	–	–	0.28%	33
2021 Q4	$328K	Buy	+5,754	New	+$326K	0.28%	34

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Archvest Wealth Advisors's AOR Position: Q2 2024 in Review

Archvest Wealth Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2024, closing a stake of 4,270 shares — an estimated $237K sold.

Archvest Wealth Advisors first reported a position in AOR in Q4 2021 and held it in 7 quarters. The position peaked at $328K in Q4 2021. 338 funds tracked by Wall St. Rank hold AOR as of Q2 2024.

Archvest Wealth Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2024 after selling out during the quarter.
Archvest Wealth Advisors sold 4,270 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2024, an estimated $237K.
Archvest Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and held it in 7 quarters.
Archvest Wealth Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $328K in Q4 2021.
338 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2024.

Based on Archvest Wealth Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.